Cody has extensive qualifications with a Bachelor of Commerce at Monash University, majoring in Finance & Chinese Studies. He also studied at Shanghai International Studies University & National Taiwan Normal University where he spent a winter semester in each studying Mandarin.
Beginning his career through the AMP Horizons Financial Group, particularly through the AMP Adviser Academy from 2016 has been the platform to launch his career in financial advice. Cody has specialised and followed his passion to become a Financial Planner with a Diploma of Financial Services & Diploma of Financial Planning, and an SMSF accreditation. Currently, Cody is in the process of completing derivatives and margin lending accreditations and is planning on commencing his studies for his Masters of Financial Planning.
Cody is a passionate advocate for personal insurance and believes most people are unaware of personal risks that can be mitigated, that would otherwise be devastating to their lives and more importantly to their loved ones.
“I have seen in my personal life through people close to me what can happen when you do not have a plan for your financial wellbeing. I have seen how mismanaged debt and lack of insurances can be devastating to people and have witnessed the impact of the loss of a home on a family.”
Cody enjoys being a positive role model by showing his clients with a strong plan, they can achieve their goals and build a successful financial future. He strives to educate his clients and understands the responsibility as a Financial Planner to influence and motivate his clients along their journey.
Futsal, Rugby, building computers and spending time with family and friends.